Creative Planning has announced a new multibillion-dollar strategic custody relationship with Goldman Sachs Advisor Solutions (GSAS).
Following a year of significant growth, including two recent acquisitions, Creative's collaboration with Goldman Sachs will enable the RIA to provide institutional-grade custody solutions to their clients. Creative will have access to Goldman Sachs' expansive range of capabilities, including GSAS' digitized middle and back office for alternative investments, fully electronic lending platform, advanced analytics and product offerings from across the firm.
“This important engagement with Goldman Sachs comes at a pivotal moment as we continue to elevate Creative's offering to meet our clients’ complex financial needs,” said Peter Mallouk, president and CEO of Creative Planning. “By deepening our partnership with Goldman Sachs, our custody relationship allows us to benefit from an expanded set of capabilities and access to their uniq